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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,921 | $49,239-57.5% | $70,462-70.3% | $79,858-73.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 4.40% | 30.08%-25.7pp | 109.08%-104.7pp | 31.72%-27.3pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,737-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,602 | $2,769+66.2% | $3,710+24.1% | $3,740+23.0% |
| Admin fee / account holder | $565 | $2,876-80.4% | $3,845-85.3% | $5,306-89.4% |